CIK 1599330
Joel Isaacson & Co., LLC
Institutional 13F holdings & portfolio
Holdings
460
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 351–400 of 460
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 5K | $100K–$500K | SH |
| FAST | FASTENAL CO | 8K | $100K–$500K | SH |
| MTD | METTLER TOLEDO INTERNATIONAL | 225 | $100K–$500K | SH |
| IDEV | ISHARES TR | 4K | $100K–$500K | SH |
| CTVA | CORTEVA INC | 5K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 1K | $100K–$500K | SH |
| KIM | KIMCO RLTY CORP | 15K | $100K–$500K | SH |
| TRGP | TARGA RES CORP | 2K | $100K–$500K | SH |
| QLTY | GMO ETF TRUST | 8K | $100K–$500K | SH |
| HACK | AMPLIFY ETF TR | 4K | $100K–$500K | SH |
| ACWV | ISHARES INC | 2K | $100K–$500K | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 1K | $100K–$500K | SH |
| WBD | WARNER BROS DISCOVERY INC | 10K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 7K | $100K–$500K | SH |
| IVOO | VANGUARD ADMIRAL FDS INC | 3K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 6K | $100K–$500K | SH |
| GBDC | GOLUB CAP BDC INC | 21K | $100K–$500K | SH |
| FPAG | INVESTMENT MANAGERS SER TR I | 8K | $100K–$500K | SH |
| SO | SOUTHERN CO | 3K | $100K–$500K | SH |
| UEC | URANIUM ENERGY CORP | 25K | $100K–$500K | SH |
| FEZ | SPDR INDEX SHS FDS | 4K | $100K–$500K | SH |
| IWC | ISHARES TR | 2K | $100K–$500K | SH |
| IWN | ISHARES TR | 2K | $100K–$500K | SH |
| IOO | ISHARES TR | 2K | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| RPM | RPM INTL INC | 3K | $100K–$500K | SH |
| BIIB | BIOGEN INC | 2K | $100K–$500K | SH |
| CPT | CAMDEN PPTY TR | 3K | $100K–$500K | SH |
| GTLS | CHART INDS INC | 1K | $100K–$500K | SH |
| EFX | EQUIFAX INC | 1K | $100K–$500K | SH |
| PFF | ISHARES TR | 9K | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 3K | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| ARKK | ARK ETF TR | 3K | $100K–$500K | SH |
| TGT | TARGET CORP | 3K | $100K–$500K | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 920 | $100K–$500K | SH |
| GHC | GRAHAM HLDGS CO | 236 | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 5K | $100K–$500K | SH |
| GSK | GSK PLC | 5K | $100K–$500K | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 3K | $100K–$500K | SH |
| MUNY | VANGUARD NY TAX FREE FDS | 2K | $100K–$500K | SH |
| IAT | ISHARES TR | 5K | $100K–$500K | SH |
| CGW | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| NIE | VIRTUS EQUITY & CONV INCM FD | 10K | $100K–$500K | SH |
| PBE | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| LDOS | LEIDOS HOLDINGS INC | 1K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 3K | $100K–$500K | SH |
| NXPI | NXP SEMICONDUCTORS N V | 1K | $100K–$500K | SH |